About - Cambridge Associates About - Cambridge Associates

~300

50+

56%

~4500

We build custom portfolios to meet each client’s unique needs and goals, all in pursuit of outperformance.

senior investment professionals

average years industry experience of senior investment professionals

manager meetings per year

years of investment innovation

of our executive leaders are women

global offices

630

Clients with assets committed to private investments

$17B

Average annual private equity and venture capital commitments since 2010

$299B

Capital committed to private equity by CA clients since 1980

$97B

Capital committed to venture capital by CA clients since 1980

How We Invest

Assets Under Advisement/Management

CASH $16B

AUA/AUM

AUM (Discretionary)

AUA (Advisory)

Why CA

With Cambridge Associates, clients get the best of both big and small investment firms: access to the deep resources of a global firm and the personal-touch feeling of a boutique.

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Services

Private clients

Since the early 1980s, we have been forging deep partnerships and building custom portfolios to help individuals, families, and family offices grow their wealth and fulfill their personal goals.

Our pension practice couples pension and investment expertise with extensive experience across organization types, markets, regulatory frameworks, asset pools, and plan types.

Pensions

Clients

We continue to be a market leader in the E&F segment, creating a strong community that benefits from our thorough understanding of investment best practices, robust peer insights, and decades of experience serving institutional clients.

Endowments, foundations, & healthcare

For more than 50 years, Cambridge Associates has been a leading voice in building institutional-quality portfolios for endowments, foundations, pensions, and private clients.

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Total portfolios

Asset class mandates

We manage total portfolios on either a discretionary (OCIO) or advisory basis.

We also manage asset class mandates for clients —typically some mix of buyout, venture capital, growth equity, private credit, infrastructure, and other private investment strategies.

Our robust private investments platform is built on significant resources and history to help us consistently find and access investments with the potential to outperform.

As of June 30, 2024. “Assets under advisement” include the portfolio values of the firm's global clients that receive investment advice or management and performance reporting. In a limited number of instances, client portfolio values include assets for which Cambridge Associates is only responsible for reporting performance and does not have an investment advisory responsibility. For portfolio values without final June 30, 2024 data available, assets from the prior quarter or estimates have been used.

AUA/AUM

AUA (ADVISORY)

Clients

Services

How We Invest

Corporate Social Responsibility

Why CA

ACCESS

Our deep relationships in the investment industry help our sophisticated client base access sought-after funds and provide fund managers with a strong and consistent source of capital.

Our high-touch investment approach ensures that each client’s portfolio risk level aligns with their long-term objectives.

PARTNERSHIP

Our investment team has deep experience in each client segment and specialists in private investments, SII, and diverse manager investing to help deliver the specific outcomes our clients seek.

EXPERTISE

With no other business agendas competing for our best ideas, our investment decisions are motivated solely by our clients’ interests.

ALIGNMENT

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Our ongoing commitment to diversity, equity, and inclusion helps to ensure that people with diverse backgrounds, ethnicities, and life experiences join and then thrive in our firm and our industry.

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Promoting diversity, equity, and inclusion

We are committed to preserving and creating opportunity for future generations by applying our time, talent, and expertise to building more sustainable and nurturing communities.

Sustaining community

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Sustaining community

Corporate Social Responsibility

We believe it is our mission and obligation to create opportunity and support success in the communities where we work.

We do this through two areas of focus:

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Our institutional and private clients typically have assets greater than $125 million.

LONG ONLY $268B

PRIVATE INVESTMENTS $220B

HEDGE FUNDS $86B

PRIVATE INVESTMENTS $18B

LONG ONLY $41B

HEDGE FUNDS $12B

CASH $2B

LONG ONLY $222B

HEDGE FUNDS $73B

CASH $14B

PRIVATE INVESTMENTS $188B

$72B

$496B

$590B

Private Investments

Sustainable & Impact Investing

Diverse Manager Investing

600

Clients with assets committed to private investments

450+

Clients with SII products in their portfolios

SII products tracked in our database

1900+

400+

SII products in our clients' portfolios

At Cambridge Associates, our SII team is embedded in our global research platform to source and evaluate sustainability and impact across all asset classes. We also include environmental, social, and governance (ESG) considerations for those investments that go through our rigorous diligence process.

600

Clients with assets committed to private investments

of clients with at least one diverse investment in their portfolio

60%

2000+

Diverse manager products tracked in our database

470+

Meetings with diverse managers in 2022

We focus on getting the right managers within our investment pipeline and applying an equitable underwriting process to those managers. We also include diversity considerations in every step of our due diligence process. Our ratings committees across asset classes examine the diversity of the fund’s ownership and leadership team, as well as the organization’s overall approach to diversity, as integral components of the fund’s evaluation for investment.

We build custom portfolios that aim to outperform over the long term to help our clients maximize their impact on the world. Whether that means educating more students, funding more grants or employee retirements, or extending family legacies, we help our clients drive change through their investments. As one of the earliest proponents of private investing, we have a specialized expertise and deep network in this asset class, which has been the biggest driver of long-term returns for sophisticated investors.

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Promoting diversity, equity, and inclusion

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Our ongoing commitment to diversity, equity, and inclusion helps to ensure that people with diverse backgrounds, ethnicities, and life experiences join and then thrive in our firm and our industry.

Promoting diversity, equity, and inclusion

Visit our website

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AUA (ADVISORY)

As of June 30, 2024. The terms “CA" or “Cambridge Associates" may refer to any one or more of seven investment affiliates that were established for the sole purpose of providing our investment services in various regulatory jurisdictions around the globe: Cambridge Associates, LLC; Cambridge Associates Limited; Cambridge Associates GmbH; Cambridge Associates Asia Pte Ltd; Cambridge Associates Limited, LLC; Cambridge Associates Investment Consultancy (Beijing) Ltd; and Cambridge Associates (Hong Kong) Private Limited. These entities serve our clients from our US, London, Munich, Singapore, Sydney, Beijing, and Hong Kong office locations, respectively. Each of the affiliates has full access to all of CA’s investment resources. [1] Senior investment professionals are those with a business title of Director or above. Industry experience may include investment-related work or support roles within financial services or investment offices. [2] Represents five-year average of manager meetings for 2019–2023.

It may also include experience gathered through temporary work such as internships.

As of December 31, 2022. The terms "CA" or "Cambridge Associates" may refer to any one or more of seven investment affiliates that were established for the sole purpose of providing our investment services in various regulatory jurisdictions around the globe: Cambridge Associates, LLC; Cambridge Associates Limited; Cambridge Associates GmbH; Cambridge Associates Asia Pte Ltd; Cambridge Associates Limited, LLC; Cambridge Associates Investment Consultancy (Beijing) Ltd; and Cambridge Associates (Hong Kong) Private Limited. These entities serve our clients from our US, London, Munich, Singapore, Sydney, Beijing, and Hong Kong office locations, respectively. Each of the affiliates has full access to all of CA’s investment resources. [1] Senior investment professionals are those with a business title of Director or above. Industry experience may include investment-related work or support roles within financial services or investment offices. [2] Represents five-year average of manager meetings for 2018–2022.

As of June 30, 2024.

As of June 30, 2023.The number of managers and investments shown includes client-directed investments where Cambridge Associates has not conducted full investment evaluation.

As of December 31, 2022. The number of managers and investments shown includes client-directed investments where Cambridge Associates has not conducted full investment evaluation.

As of June 30, 2024.

As of June 30, 2023. The number of managers and investments shown includes client-directed investments where Cambridge Associates has not conducted full investment evaluation.

600

The California Wellness Foundation: Generating Alpha in a Diverse Manager Portfolio

450+

The Surdna Foundation: Investing for Sustainable & Inclusive Communities

1900+

National Trust: Investing to Reach Net-Zero By 2030

400+

The Wilson 5 Foundation: Discovering Your Family's Philanthropic Passions

We work with mission-driven clients, including endowments, foundations, pension plans, corporations, and private clients, to deliver a range of portfolio management services. Click on each image to discover the ways they’re investing to drive positive change in their portfolios and the world.

As of December 31, 2022. The number of managers and investments shown includes client-directed investments where Cambridge Associates has not conducted full investment evaluation.

Client Spotlights

Saint Ignatius College Prep: Providing Accessible Education for Students

Sustainable & Impact Investing